Jesto CRM Privacy Policy

Last updated: 1 September 2026

This policy explains what information Jesto CRM collects, how we use it, and the choices you have. Jesto CRM helps teams manage relationships with leads and customers — contacts, companies, deals, sales activities, and communication history.

Jesto CRM is part of the Jesto platform. This page covers the data specific to Jesto CRM; our main Jesto Privacy Policy also applies. Much of the information in a CRM is personal data about other people — your leads, contacts, and customers. When you add that information, your organisation is responsible for it and decides how it is used; Jesto stores and processes it on your behalf.

1. Information we collect

Account and profile information

The name, email address, role, and sign-in details of your users (or the basic profile shared by your identity provider when signing in with SSO).

Contact and customer information you enter

• Names, job titles, email addresses, phone numbers, and company details of leads, contacts, and customers.
• Addresses and other business contact details you choose to store.

Sales information

Deals, pipelines, stages, values, tasks, and sales activities you record.

Communication records

Notes, and logs of emails, calls, and meetings that you record against a contact or deal.

Technical information

IP address, browser and device type, and log data collected automatically when you use the app.

2. How we use your information

• Manage leads, contacts, companies, and customers.
• Track deals, pipelines, and sales activity.
• Keep a history of communication and interactions.
• Provide reporting, forecasting, and sales insights.
• Authenticate users, keep accounts secure, and prevent misuse.
• Respond to support requests and improve the service.

3. Data storage and security

Jesto CRM data is hosted on secure cloud infrastructure (Microsoft Azure and Amazon Web Services). We protect it with encryption in transit, access controls that limit who can view records, activity logging, and regular security reviews. No system can be guaranteed completely secure, but we work continuously to protect your information.

4. Data sharing and third-party services

We do not sell your information. We share it only in these situations:

• With service providers who help us run the app (such as cloud hosting and email delivery) under written contracts.
• With your identity provider when you choose to sign in using SSO.
• With users and administrators in your organisation, according to the access your organisation configures.
• When required by law, or to protect the rights, property, or safety of Jesto, our users, or others.
• As part of a merger, acquisition, or similar transaction, with appropriate safeguards.

5. Cookies and tracking

The Jesto CRM app uses essential cookies to keep you signed in and remember your preferences. Our marketing website uses analytics cookies (such as Google Analytics and Microsoft Clarity) to understand how the site is used. You can manage cookies through your browser settings; disabling some may affect functionality.

6. Data retention

We keep CRM information for as long as your account or workspace is active, and for as long as needed to provide the service, meet legal obligations, resolve disputes, and enforce our agreements. Your organisation controls its own data and can export, edit, or request deletion of records — including removing a contact's information on request. When information is no longer needed, we delete or anonymise it.

7. Your rights

If you are a user, you may have the right to access, correct, delete, restrict, or receive a copy of your personal information, and to object to certain uses — contact support@jesto.ai. If you are a contact or customer whose details are stored in a Jesto CRM by a business you deal with, that business controls your information — please contact them directly, and we will support them in responding to your request.

8. Account and user responsibilities

• Keep your login details secure and do not share your account.
• Only add contact information you are allowed to collect and store, with a lawful basis for doing so.
• Respect the rights of the people whose information you store, including requests to access or delete their data, and follow applicable privacy and marketing laws.

9. Changes to this policy

We may update this policy from time to time. If we make material changes, we will update the date above and, where appropriate, notify you by email or within the app. Continued use of Jesto CRM after changes take effect means the updated policy is accepted.

10. Contact